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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
$39.6M
2
IAA
Independent Advisor Alliance
North Carolina
$18.1M
3
Wells Fargo
Wells Fargo
California
$111M
4
CWM
Cornerstone Wealth Management
Missouri
$12M
5
LPL Financial
LPL Financial
California
$87.6M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$3.85M
2
MFWM
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.93M
4
MF
Manchester Financial
California
$58.5M
5
GLA
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$709K +$709K +36,385 New
OPWM
202
Oregon Pacific Wealth Management
Oregon
$701K +$701K +35,960 New
TVM
203
True Vision MN
Minnesota
$699K +$2.81K +144 +0.4%
OIA
204
OneDigital Investment Advisors
Kansas
$673K +$65.7K +3,372 +11%
FIA
205
Foundations Investment Advisors
Arizona
$628K -$8.18K -420 -1%
FFIC
206
First Fiduciary Investment Counsel
Ohio
$627K +$294K +15,087 +88%
CIA
207
Capital Investment Advisors
Georgia
$614K +$38.6K +1,983 +7%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$599K +$599K +30,756 New
Mariner
209
Mariner
Kansas
$598K +$155K +7,981 +35%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$594K – – –
MPW
211
Monterey Private Wealth
California
$591K -$8.28K -425 -1%
KWM
212
Kingsview Wealth Management
Oregon
$582K +$48K +2,464 +9%
AIFAIM
213
American Institute for Advanced Investment Management
Arizona
$581K +$130K +6,686 +29%
WCM
214
Whitener Capital Management
North Carolina
$571K +$261K +13,414 +84%
KC
215
Kades & Cheifetz
Pennsylvania
$568K +$6.08K +312 +1%
DFG
216
Delta Financial Group
New Jersey
$557K +$19.8K +1,018 +4%
KP
217
Keel Point
Alabama
$554K +$322K +16,523 +139%
AWA
218
Arete Wealth Advisors
Illinois
$552K +$9.95K +511 +2%
UIM
219
Unified Investment Management
Georgia
$543K +$543K +27,900 New
BFS
220
BridgePort Financial Solutions
Iowa
$511K +$511K +26,136 New
CBT
221
Crews Bank & Trust
Florida
$510K +$510K +26,160 New
OBWG
222
Onyx Bridge Wealth Group
New York
$508K -$90.9K -4,665 -15%
R
223
Rebalance
California
$506K -$3.34M -171,473 -87%
GI
224
GAMMA Investing
California
$504K +$361K +18,516 +251%
HWM
225
HB Wealth Management
Georgia
$502K +$17.4K +893 +4%
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